Importing subassemblies and components

In order to import 'Subassemblies' or 'Components', you will need to be an administrator and have access to the Account Settings. You can find example files in the following article.

1. Open the correct page

Go to 'Account settings' and select 'Import' and click 'Subassemblies'.

2. Overwrite or skip conflicting data

Before you import, you will have to select to either overwrite any conflicting data, or to skip the upload for conflicting data during import.

Overwrite: Imports with connected objects (components, subassemblies, assets, or sites), that conflict with system data will be imported and overwrite the system data. In case of conflicting connections between site, asset and subassembly, the line will be skipped.

Skip upload: Imports with connected objects (components, subassemblies, assets, or sites), that conflict with system data will be skipped.

OPTIONAL 3. Delete existing subassemblies (if necessary)

If you want to replace assets already existing in the system with the newly imported ones, you can delete them prior to the import. If you have no existing assets or do not want to delete the ones already in the system, skip this step and go to step 3. 

To delete, collapse the 'field mappings' tab or scroll down to the bottom of the page to 'Upload and import'. Check the box for  'Delete all sub assemblies first'. Then click on 'confirm DELETE ALL SUB ASSEMBLIES FIRST'

3. Define fieldnames

Before selecting the import file, define the 'Import file fieldnames' which needs to be aligned to your .csv file and click Save. Columns with a (*) are required in order to successfully import a file. Some fields have a '? icon' attached for further information regarding the setups. In order to obtain this information, hover over it with your mouse. 

Furthermore, you need to define the mapping types between single column, multiple columns and fixed value. You can find more information on how to use those different mapping types in this article.

Note: Before importing the .csv file, make sure that imported data are aligned with the information in the tool including Site ID, Asset ID,...

4. Import the file

Before selecting the CSV import file, chose one of the two options to be considered when uploading:

1. Overwrite conflicting data: Imports with connected objects (components, subassemblies, assets, or sites), that conflict with system data will be amended and imported using system data for the lower object in the hierarchy (components > subassemblies > assets > sites).
2. Skip upload for conflicting data: Imports with connected objects (components, subassemblies, assets or sites), that conflict with system data will be skipped.

For the import itself choose the button  Choose File on the bottom of the page, select the CSV import file and click on open. After the upload the below-marked button becomes available, this confirms the import. 

The import should only need a few seconds, the green text in the following picture confirms a successful import.

For importing components, follow the aforementioned procedure.